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Garrett David Lingle

JWTT
Jacksonville, FL
·CRD# 7151908·7 years experience

Professional Summary

Garrett David Lingle, who also goes by Garrett Lingle, is a registered financial advisor currently at JWTT, LLC located in Jacksonville, Florida. Garrett is registered as a RR (Registered Representative) and started their career in finance in 2020. Garrett has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 10 and Series 9 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Garrett Lingle

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

Current

JWTT, LLCCurrent·CRD# 299410
BD
121 West Forsythe St, Suite 820, Jacksonville, FL 32202
April 1, 2026 - Present

Past

JANNEY MONTGOMERY SCOTT LLCPast·CRD# 463
RIA
Ponte Vedra Beach, FL
October 15, 2024 - April 8, 2026
JANNEY MONTGOMERY SCOTT LLCPast·CRD# 463
BD
Ponte Vedra Beach, FL
October 14, 2024 - April 8, 2026
D.A. DAVIDSON & CO.Past·CRD# 199
RIA
Jacksonville, FL
May 12, 2020 - October 18, 2024
D.A. DAVIDSON & CO.Past·CRD# 199
BD
Jacksonville, FL
February 24, 2020 - October 18, 2024

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Current Firm

JL
JWTT, LLC

JWTT INC. | JWTT, LLC

CRD#: 299410 / SEC#: 8-70242
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

12 Crown Plaza Suite 201-a, Hazlet, NJ 07730

Mailing Address

12 Crown Plaza Suite 201-a, Hazlet, NJ 07730

Phone Number

(971) 323-0700

Established

Delaware since 05/01/2026

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (45 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PAULSON CAPITAL HOLDING COMPANY, LLCOWNER—
CLARK, CHRISTOPHER STEVENDIRECTOR1952666
INGRASSIA, ALBERTCEO2420276
PARIGIAN, THOMAS STEWARTDIRECTOR1398840
SETTEDUCATI, ROBERT JOSEPHDIRECTOR1352722
SORRENTINO, RICHARD ANTHONYCHIEF COMPLIANCE OFFICER430898
WINKS, MALCOLM ALEXANDERCFO, FINOP5153752

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(6/29/2026)
RR
Arizona
(4/1/2026)
RR
Arkansas
(7/6/2026)
RR
California
(4/1/2026)
RR
Colorado
(4/22/2026)
RR
Delaware
(4/13/2026)
RR
District of Columbia
(5/7/2026)
RR
Florida
(4/1/2026)
RR
Georgia
(5/21/2026)
RR
Hawaii
(5/14/2026)
RR
Idaho
(4/1/2026)
RR
Illinois
(4/1/2026)
RR
Iowa
(4/13/2026)
RR
Kansas
(5/22/2026)
RR
Kentucky
(4/13/2026)
RR
Louisiana
(4/13/2026)
RR
Maine
(6/30/2026)
RR
Maryland
(4/1/2026)
RR
Michigan
(9/4/2026)
RR
Minnesota
(6/12/2026)
RR
Mississippi
(5/12/2026)
RR
Montana
(5/25/2026)
RR
Nebraska
(7/14/2026)
RR
Nevada
(5/22/2026)
RR
New Hampshire
(5/27/2026)
RR
New Jersey
(4/1/2026)
RR
New York
(4/1/2026)
RR
North Carolina
(4/14/2026)
RR
North Dakota
(8/11/2026)
RR
Ohio
(10/7/2026)
RR
Oklahoma
(6/24/2026)
RR
Oregon
(4/1/2026)
RR
Pennsylvania
(4/1/2026)
RR
Rhode Island
(5/22/2026)
RR
South Carolina
(4/28/2026)
RR
South Dakota
(5/21/2026)
RR
Tennessee
(4/1/2026)
RR
Texas
(4/1/2026)
RR
Utah
(5/22/2026)
RR
Vermont
(6/30/2026)
RR
Virginia
(6/23/2026)
RR
Washington
(4/1/2026)
RR
West Virginia
(6/18/2026)
RR
Wisconsin
(7/6/2026)
RR
Wyoming
(5/21/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Feb 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2019About the SIE exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Mar 2025About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2025About the Series 9 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Garrett David Lingle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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